As a retired Professional Financial Planner and Life Insurance professional, Celeste has gained valuable experience which she uses to develop client relationships and asses their needs. Establishing a clear understanding of a client's current situation, general financial needs and life goals, Celeste provides guidance, sets expectations and an implementation strategy which best reflects the client's personal goals and objectives.

Celeste attributes her success to a client centric approach, helping individuals maintain or transition their lifestyles while preserving their dignity and independence.

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